Good morning & happy Monday! Today, we're diving into Revolut's plan to turn AIR into an AI agent that shops for you, and what it tells us about who will control the money when AI agents start buying things (why Revolut is building its own version of Meta's Muse & Grok Bot, why owning the card, the payment approval & the banking licence beats renting them from Stripe Link, how Revolut is answering the payments question Meta's PAP left open, & what to watch for next + bonus deep dives into a16z's State of Markets 2026: The AI Playbook for Founders and Investors, and Why We Aren't Bullish Enough on Revolut inside), and breaking down FIS's new AI CFO for large companies to see what it tells us about who will own the AI CFO for enterprises (what the Agentic Insights Suite actually does, why it comes out of the struggling Capital Markets unit FIS is partly reviewing for sale, how it compares with AmEx & Perplexity's AI CFO for small businesses, and what to watch next + bonus deep dive...
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